-0.3%
ELWT price history and return analytics
+15.6%
-15.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.9% |
| 7D | -1.9% | -2.0% | +0.1% | -0.9% |
| 30D | -11.8% | -1.4% | -10.3% | -11.0% |
| 3M | +16.2% | +4.7% | +11.5% | +14.7% |
| 6M | +6.6% | +11.4% | -4.8% | +1.5% |
| YTD | +41.7% | +13.1% | +28.6% | +41.5% |
| All | -0.3% | +15.6% | -15.9% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling